+113.2%
WDC vs NUE
+86.4%
+26.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.1% | -4.7% | -5.7% |
| 7D | -18.3% | -1.4% | -16.9% | -17.7% |
| 30D | -26.7% | +6.6% | -33.2% | -28.9% |
| 3M | -40.9% | -2.0% | -38.9% | -40.3% |
| 6M | -26.8% | +19.2% | -46.0% | -35.3% |
| YTD | +88.2% | +65.6% | +22.6% | +28.8% |
| 1Y | +113.2% | +87.8% | +25.3% | +39.9% |
| All | +113.2% | +86.4% | +26.8% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling